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GroupHEALTH Selects Xpertdoc to Improve Client Experience

Staff Writer | April 21, 2016

Xpertdoc Technologies announces their partnership with GroupHEALTH Benefit Solutions to implement Xpertdoc’s Smart Forms technology, which will provide a streamlined, automated enrollment process for the employee members of their group benefit plan clients. GroupHEALTH works with a number of insurers across Canada to assemble, implement and manage customized benefit solutions for more than 3,700 client organizations, supporting more than 320,000 members.

“After careful consideration, we selected Xpertdoc because they were the only company that provided an automated option that fit the requirements our company needed, allowing us to improve the client experience, while also offering a way to increase sales and reduce costs.”

Prior to selecting Xpertdoc, GroupHEALTH was faced with a lengthy and inefficient enrollment process that required them to send new clients customized forms, which had to be filled out manually and returned, often by fax or mail. GroupHEALTH was then tasked with identifying errors such as missing or incomplete forms, illegible handwriting, etc. and trying to resolve them with an employer directly.

The back-and-forth was time consuming and didn’t meet GroupHEALTH’s standards for client experience. The company wanted to improve the onboarding experience for its clients and improve internal efficiencies to provide more time for the Client Services team to focus on serving members.

“We knew we needed an onboarding process that improved the user experience for both our customers and employees,” says Matt Houghton, CEO of GroupHEALTH. “After careful consideration, we selected Xpertdoc because they were the only company that provided an automated option that fit the requirements our company needed, allowing us to improve the client experience, while also offering a way to increase sales and reduce costs.”

Xpertdoc’s Smart Forms will provide GroupHEALTH customers and employees pre-filled forms, leveraging accurate data from their database, with in-process guidance to avoid errors and enable better display of information on optional benefit offerings to the customer. The data entered will automatically be captured into the company’s industry-leading administration system, WEBS™.

“Our Smart Forms technology does not just accelerate onboarding for GroupHEALTH, but also opens up new ways for them to present optional benefit offerings to their customers,” says David Squibb, Xpertdoc’s chief sales and marketing officer. “These documents can strategically place educational videos and other compelling content that offer customers the most value and drive profitable revenue to the top line.”

 

 


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